+432.3%
ASX vs JD
-60.2%
+492.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.2% |
| 7D | -0.7% | -1.7% | +1.0% | -0.4% |
| 30D | +2.0% | -13.2% | +15.1% | +5.0% |
| 3M | -1.3% | -3.2% | +1.9% | -1.1% |
| 6M | +71.4% | +15.2% | +56.2% | +64.5% |
| YTD | +135.3% | +2.0% | +133.3% | +132.2% |
| 1Y | +267.5% | -5.4% | +272.9% | +268.2% |
| 3Y | +388.5% | -9.1% | +397.6% | +374.8% |
| All | +432.3% | -60.2% | +492.5% | +490.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded JD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling